Civic Intelligence

Warner Charitable Trust XXXXXXXX8-Pf

990PF • Fiscal year 2011 • EIN 20-6239556

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
C/O Jpmorgan Chase Banknapobox 303853201
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,213,884

Flat from 2011

Net Assets

$1,213,884

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$71,603

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $1,204,377Liabilities 2010: $0Net Assets 2010: $1,204,3772010Assets 2011: $1,213,884Liabilities 2011: $0Net Assets 2011: $1,213,8842011Assets 2011: $1,213,884Liabilities 2011: $12011Assets 2012: $1,182,973Liabilities 2012: $02012Assets 2013: $1,206,349Liabilities 2013: $02013Assets 2014: $1,191,090Liabilities 2014: $02014Assets 2015: $1,150,939Liabilities 2015: $02015Assets 2020: $1,118,494Liabilities 2020: $0Net Assets 2020: $1,118,4942020Assets 2021: $1,140,502Liabilities 2021: $0Net Assets 2021: $1,140,5022021Assets 2022: $1,087,557Liabilities 2022: $0Net Assets 2022: $1,087,5572022Assets 2023: $1,086,335Liabilities 2023: $0Net Assets 2023: $1,086,3352023Assets 2024: $1,092,618Liabilities 2024: $0Net Assets 2024: $1,092,6182024

Highlighted filing

2011

Assets$1,213,884
Liabilities$0
Net Assets$1,213,884
Open 2011 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2010: $66,3752010Expenses 2011: $71,6032011Revenue 2011: $81,015Expenses 2011: $71,603Net Income 2011: $9,4122011Revenue 2012: $39,722Expenses 2012: $70,631Net Income 2012: -$30,9092012Revenue 2013: $92,195Expenses 2013: $68,824Net Income 2013: $23,3712013Revenue 2014: $59,254Expenses 2014: $86,060Net Income 2014: -$26,8062014Revenue 2015: $32,985Expenses 2015: $73,114Net Income 2015: -$40,1292015Revenue 2020: $64,449Expenses 2020: $74,450Net Income 2020: -$10,0012020Revenue 2021: $102,577Expenses 2021: $80,627Net Income 2021: $21,9502021Revenue 2022: $32,319Expenses 2022: $84,946Net Income 2022: -$52,6272022Revenue 2023: $75,141Expenses 2023: $76,378Net Income 2023: -$1,2372023Revenue 2024: $88,269Expenses 2024: $76,790Net Income 2024: $11,4792024

Highlighted filing

2011

Revenue-
Expenses$71,603
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$10,960-$10,960
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAMBRIDGE IN AMERICAPROGRAM SERVICESPUBLIC CHARITYNEW YORK, NY, US$9,210
Paid GrantHARVARD UNIVERSITYPROGRAM SERVICESPUBLIC CHARITYCAMBRIDGE, MA, US$9,210
Paid GrantBOULDER COLORADO LIBRARY COMMISSIONPROGRAM SERVICESPUBLIC CHARITYBOULDER, CO, US$6,140
Paid GrantBOULDER COUNTY MENTAL HEALTH FDN - CITY OF BOULDERPROGRAM SERVICESPUBLIC CHARITYBOULDER, CO, US$6,140
Paid GrantCOLORADO COLLEGEPROGRAM SERVICESPUBLIC CHARITYCOLORADO SPRINGS, CO, US$6,140
Paid GrantUNIVERSITY OF NEW MEXICO - CHAY MEMORIAL FDPROGRAM SERVICESPUBLIC CHARITYALBUQUERQUE, NM, US$3,071
Paid GrantCARE INCPROGRAM SERVICESPUBLIC CHARITYATLANTA, GA, US$3,070
Paid GrantCITY OF BOULDERPROGRAM SERVICESPUBLIC CHARITYBOULDER, CO, US$3,070
Paid GrantNOWATA OKLAHOMA PUBLIC LIBRARYPROGRAM SERVICESPUBLIC CHARITYNOWATA, OK, US$3,070
Paid GrantTRINIDAD COLORADO PUBLIC LIBRARYPROGRAM SERVICESPUBLIC CHARITYTRINIDAD, CO, US$3,070
Paid GrantUNICEFPROGRAM SERVICESPUBLIC CHARITYNEW YORK, NY, US$3,070
Paid GrantUNIVERSITY OF COLORADOPROGRAM SERVICESPUBLIC CHARITYBOULDER, CO, US$3,070
Filing and Contact Details

Filer

EIN
20-6239556
Raw XML AppendixShowing 400 of 488 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 1492.062 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1JPM INTREPID AMERICA FD - SEL FUND 1206 - 1399.259 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2JPM INTREPID VALUE FD - SEL FUND 1136 - 1088.83 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 2774.638 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4JPM TAX AWARE 3 - INSTL FUND 1236 - 1580.915 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JPM EM MKTS 3 FD - SEL FUND 1235 - 603.842 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM ASIA 3 FD - SEL FUND 1134 - 1354.68 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8VANGUARD MSCI EMERGING MARKETS ETF - 304 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 2291.242 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10MANNING & NAPIER FUND INC 3 SERIES - 2558.388 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15ISHARES S&P MIDCAP 400 INDEX FUND - 160 SHS
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652098
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVE FLOOR 05
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
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IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm10410X
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
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IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
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IRS990PF/StatementsRegardingActivities/TaxExemptInterestReceived00
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16140
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount29210
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount33070
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount43070
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount69210
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount93070
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BOULDER COLORADO LIBRARY COMMISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BOULDER COUNTY MENTAL HEALTH FDN - CITY OF BOULDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CAMBRIDGE IN AMERICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CARE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14CITY OF BOULDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15COLORADO COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16HARVARD UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17NOWATA OKLAHOMA PUBLIC LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18TRINIDAD COLORADO PUBLIC LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19UNICEF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110UNIVERSITY OF COLORADO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111UNIVERSITY OF NEW MEXICO - CHAY MEMORIAL FD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10BOX H
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111333 IRIS AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 9123 JAAF BLDG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13151 ELLIS STREET NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 791
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1514 E CACHE LA POUDRE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16124 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17PO BOX 738
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18202 N ANIMAS STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19333 E 38TH STREET 6TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1104740 WALNUT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111700 LOMAS BLVD NE STE 203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOULDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BOULDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BOULDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5COLORADO SPRINGS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6CAMBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7NOWATA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8TRINIDAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10BOULDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11ALBUQUERQUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3GA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,213,884
Liabilities
$0
Net assets
$1,213,884
Revenue
-
Expenses
$71,603
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.10$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06$0.07$0.01
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$0.03$0.07$0.04
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$0.06$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.21$0.00$0.09$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$0.04$0.07$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$0.08$0.07$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07